James Brooks

Senior Private Banker

Having joined Weatherbys in December 2019, James is a Senior Private Banker. Alongside managing his own portfolio, James is responsible for the wider private banking team in Wellingborough.

Although based in the Midlands, James manages a highly diverse portfolio of clients located across England, ranging from entrepreneurs and senior executives to property investors and estate owners. As a Senior Private Banker, James specialises in providing bespoke and personalised advice to each client on their banking, lending and investment-related requirements. He is principally assisted by Anne Blaber, Private Banking Executive, and Carli Johnson, Private Banking Associate, who work alongside James to look after his clients.

Before joining Weatherbys, James had already accumulated over 20 years of private and commercial banking experience throughout his career. Specifically, James previously worked at Arbuthnot Latham, Duncan Lawrie, Adam & Company, and OCBC, where he advised private and commercial clients across a variety of sectors on all aspects of their financial affairs.

Testament to his expertise, James’ significant private banking experience is accompanied by the professional qualifications he has also accumulated throughout his career. These include the Certificate in Mortgage Advice and Practice (CeMAP) and the Investment Advice Diploma (IAD). Further, James is also a Member of the Chartered Institute for Securities and Investments.

While James enjoys many aspects of private banking, he particularly enjoys meeting clients and being able to help them achieve their specific financial goals.

Meanwhile, outside of Weatherbys, James is a keen motorsport and classic car enthusiast.